Business Details
31 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Alden Investment Group is a boutique financial firm established in 1995, dedicated to delivering exceptional outcomes for clients, advisors, and institutions. We combine innovative technology, tailored service, and a commitment to partnership to simplify and elevate every financial journey. Our platform empowers individuals, financial advisors, and institutions with tools and expertise to achieve their goals. Headquartered on the historic Philadelphia Main Line, we have grown to manage over $2.75 billion in assets and serve clients across all 50 states. Our team of more than 140 professionals operates with a shared mindset of delivering excellence, collaboration, and client-first service.We offer comprehensive financial planning, investment management, and institutional solutions, backed by a dual RIA structure and full-service broker-dealer capabilities. Our independence allows us to provide a broad selection of products and strategies, including access to both traditional and emerging investment opportunities. We prioritize integrity, technology excellence, and long-term partnerships, ensuring client goals remain central to our operations. Our growth is driven by a focus on innovation, client success, and a culture centered on helping others achieve financial confidence.
Services
Wealth Management
Retirement Planning
Investment Advisory
Institutional Services
Financial Planning
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of industry experience with $2.75 billion in assets under management.
- Our dual RIA structure provides flexibility and choice for advisors and clients.
- We deliver access to both traditional and emerging investment opportunities.
- Our platform combines full-service broker-dealer capabilities with modern technology.
- We prioritize integrity, client-first service, and long-term partnership values.
Associations and certifications
- FINRA
- SIPC
What people say
Empowering financial success
Trusted advisors
Seamless platform
Dedicated support
Client-first approach
Services
Wealth Management
Our wealth management services provide tailored investment strategies for individuals and institutions. We combine modern portfolio construction with tax-aware techniques to optimize returns. Clients benefit from access to institutional-grade resources and personalized financial planning.
Retirement Planning
We offer comprehensive retirement planning services including 401(k) management and Pooled Employer Plans. Our solutions focus on fiduciary alignment, low-cost investments, and digital accessibility for employers and employees.
Institutional Services
Our Financial Institutions Group provides portfolio management, M&A advisory, and BOLI solutions for banks and credit unions. We combine institutional expertise with boutique-level service for customized capital strategies.
Advisor Platform
We support independent advisors with a fully integrated broker-dealer and RIA platform. Services include trading tools, compliance support, and technology infrastructure to help advisors grow their practices.
Financial Planning
Our financial planning services integrate banking, investing, and protection elements into comprehensive strategies. We use technology-driven tools to create personalized roadmaps aligned with client goals and values.
People
Lee Calfo
Chief Executive Officer
Lee Calfo leads Alden Investment Group with a focus on innovation and client-centric service. He brings extensive industry experience to drive strategic growth and operational excellence.
Greg Hansell
Co-Chief Executive Officer
Greg Hansell co-leads Alden with expertise in financial services strategy. He focuses on expanding platform capabilities and strengthening partnerships across the advisory ecosystem.
Aaron Williams
Chief Growth Officer
Aaron Williams drives Alden's growth initiatives, including launching the Alden Cove platform. He focuses on expanding advisor partnerships and enhancing technology infrastructure.
Laura DeGraff
Chief Marketing Officer
Laura DeGraff leads marketing strategy at Alden, focusing on brand development and advisor growth initiatives. She ensures consistent messaging aligned with client needs.
Ken Smith
Chief Compliance Officer
Ken Smith oversees compliance operations, ensuring regulatory adherence across Alden's broker-dealer and RIA platforms. He brings deep expertise in financial services compliance frameworks.
Questions
What services does Alden Investment Group offer?
We provide wealth management, retirement planning, institutional services, advisor platform support, and financial planning solutions for individuals, advisors, and institutions.
How long has Alden been in business?
Alden Investment Group has served clients since 1995, with over 30 years of experience in financial services and investment management.
What makes Alden different from other firms?
Our independence, dual RIA structure, and integrated platform combine boutique service with institutional capabilities to deliver tailored financial solutions.
Do you work with individual investors?
Yes, we work directly with individuals and families to create customized financial plans and investment strategies aligned with their goals and values.
How does Alden support financial advisors?
We provide advisors with technology tools, compliance support, and business growth resources through our integrated broker-dealer and RIA platform.
What areas do you serve?
We operate nationwide with clients and advisors across all 50 states, supported by offices in Pennsylvania and New Jersey.
Reviews (3)
Ma Dlo Mo
Oct 13, 2021
Report
Don't jump into trading if you're not an expert or have enough experience, you'll suffer a great loss, if you don't have anyone to assist you, contact Mrs Peggy Abbott now, to help you trade and manage your account with the best and amazing trading platform, quick withdrawal. with a minimum of $1,000 investment you can make up to $8,000 in 5 trading days, contact her on Email: Peggyabbott239@gmail.com WhatsApp +17654606236
Patience Adoga
Aug 14, 2021
Report
Don't lose your investment in Binary/Forex, Go with a proven legitimate trader that allows you unrestricted access to your account. I recommend her for anyone in need of an account manager because she has really helped me and got me restored from previous losses and it's been cool all the way. Invest with Mrs Brenda William today and enjoy a profitable trading experience. Contact her through brendawilliam784@gmail.com or whatsapp your +1 (805) 491-5639
Stephanie Iroghe
Dec 18, 2020
Report
I'm so excited right now, and I can't keep this alone to myself. I saw a review on a page about MR. ZAHEER EEDRIS on how he helps people make money from Forex/Crypto trading as well as Stock and Binary options. I decided to contact Mr. Zaheer and invested as little as $500. To my greatest surprise, I made a profit of $6,800 within 7 days. This is… the best investment I've ever had and I'm so grateful to Mr. Zaheer for helping me manage my trading account. For those of you looking for a good investment and want to invest in Bitcoin, Forex and Binary options, Mr. Zaheer is the best account
